Sachetta’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Sell
129,897
-603
-0.5% -$14.4K 1.22% 14
2025
Q1
$2.81M Sell
130,500
-5,690
-4% -$123K 1.15% 18
2024
Q4
$3.09M Sell
136,190
-1,816
-1% -$41.2K 1.22% 18
2024
Q3
$3.06M Buy
138,006
+14,715
+12% +$326K 1.21% 14
2024
Q2
$2.59M Sell
123,291
-3,054
-2% -$64.2K 1.13% 16
2024
Q1
$2.34M Hold
126,345
1.11% 15
2023
Q4
$2.34M Buy
+126,345
New +$2.34M 1.11% 15